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Conrad Siegel Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Conrad Siegel Investment Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.82M Buy
57,324
+1,884
+3% +$93.4K 0.46% 22
2026
Q2 		$2.78M Buy
55,440
+224
+0.4% +$11.3K 0.45% 20
2026
Q1 		$2.76M Sell
55,216
-45
-0.1% -$2.24K 0.5% 19
2025
Q4 		$2.73M Buy
55,261
+1,481
+3% +$74.1K 0.52% 21
2025
Q3 		$2.72M Buy
53,780
+456
+0.9% +$23K 0.57% 17
2025
Q2 		$2.68M Sell
53,324
-1,794
-3% -$89.6K 0.6% 17
2025
Q1 		$2.75M Sell
55,118
-16,857
-23% -$827K 0.71% 14
2024
Q4 		$3.49M Buy
71,975
+1,027
+1% +$50.2K 0.94% 12
2024
Q3 		$3.5M Buy
70,948
+569
+0.8% +$27.7K 0.94% 12
2024
Q2 		$3.42M Sell
70,379
-157
-0.2% -$7.55K 0.99% 12
2024
Q1 		$3.38M Buy
70,536
+2,205
+3% +$105K 0.99% 12
2023
Q4 		$3.25M Buy
+68,331
New +$3.24M 1.48% 7

Other funds holding VTIP

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Conrad Siegel Investment Advisors's VTIP Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.4% in Q3 2026, buying an estimated $93.4K and bringing the position to 57,324 shares worth $2.82M. The position accounts for 0.46% of the portfolio, ranked #22.

Conrad Siegel Investment Advisors first reported a position in VTIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.5M in Q3 2024. 73 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

  • Conrad Siegel Investment Advisors held 57,324 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.82M as of Q3 2026.
  • Conrad Siegel Investment Advisors bought 1,884 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $93.4K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.46% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #22 holding.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 12 quarters since.
  • Conrad Siegel Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.5M in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.